AutoCount Accounting: Layout Customization
Firstly, welcome to the AutoCount Accounting Layout Customization Guide. To clarify, this guide is designed to help you understand and utilize the various customization features available in AutoCount Accounting. Thus, allowing you to tailor your interface according to your preferences. In addition, these tools ensure that your workspace is efficient, organized, and optimized for your accounting needs.
Introduction to Layout Customization
Firstly, the layout customization feature in AutoCount Accounting allows users to modify the interface according to their work preferences. In other words, you can move, resize, and rename various elements in the interface to optimize your workspace. Moreover, this feature is available in modules such as Stock Sales Inquiry and Purchase.
AutoCount Layout Customization Video Guide
- AutoCount Layout Customization (EN)
Layout Customization Setup
Integration & Layout Customization Setup
- AutoCount Layout Customization (CN)
布局自定义设置
集成与布局自定义设置
Accessing Layout Customization
You can access the layout customization options while creating or editing certain documents such as quotations or sales orders.
Steps to Access:
- Firstly, open a module like Quotation.
- Secondly, right-click on any blank space within the module window.
- Thirdly, select the option labeled Customize Layout from the context menu.
This will open the Layout Editor, where you can begin customizing the interface.
Using the Layout Editor
The Layout Editor allows users to adjust various elements of the interface. Some of the main features include:
1. Drag & Drop Functionality
- Move different sections of the layout to reposition them.
This will open the Layout Editor, where you can begin customizing the interface.
2. Hidden Items Tab
- Use this tab to manage which fields or sections are visible in the interface. You can drag items from here to make them appear on the layout.
3. Resizing Elements
- Resize windows or sections by dragging their edges.
4. Renaming Labels
- You can rename labels or field names for clarity.
5. Font and Background Customization
- Change the text font, color, or background color for better visibility or to match your style preferences.
Layout Tree View
For more advanced customization, the Layout Tree View is available within the Layout Editor.
Features of the Layout Tree View
- Firstly, view all elements of the layout in a hierarchical structure.
- Secondly, rename elements directly from the tree.
- Thirdly, modify properties like size, spacing, and position of elements.
- After that, adjust the background color, font style, and font size for each element.
This section is ideal for users who require detailed control over the layout of the interface.
Saving and Loading Layouts
Once you have customized the layout, you can save it for future use.
1. Save Layout
- Firstly, after making your desired changes, click the Save Layout button within the Layout Editor.
- In addition, you can name the layout and save it for future use.
2. Load Layout
- To apply a saved layout, use the Load Layout option.
- After that, select from the list of saved layouts available in the system or load a layout from your local computer.
Pro Tip: Save your layouts frequently to ensure you don’t lose any customizations.
Layout Manager
The Layout Manager is a tool that helps you organize and manage all saved layouts. In addition, it also allows you to assign specific layouts to users. Thus, ensuring consistency across different workstations.
Key Features
Set default layouts for all users or individual users.
View and manage saved layouts
Assign layouts to specific user groups or individuals
This feature is particularly useful for administrators who want to standardize the user interface across the organization.
Pro Tip: Save your layouts frequently to ensure you don’t lose any customizations.
Using the Column Chooser
Many of the modules in AutoCount Accounting, such as Quotation or Sales Order, display data in table format. Therefore, the Column Chooser allows you to customize the columns displayed in these tables.
How to Use:
- Firstly, right-click on any column heading in the table.
- Secondly, select the Column Chooser option.
- Thirdly, a customization window will appear, where you can drag and drop columns to hide or display them
Finally, once you’re satisfied with the column arrangement, the system will retain your preferences until you reset or modify the layout.
Pro Tip: Save your layouts frequently to ensure you don’t lose any customizations.
Understanding the Layout Design Manager
To manage your layouts across different modules, AutoCount provides the Layout Design Manager.
Accessing the Layout Design Manager
- Firstly, navigate to Tools > Layout Design Manager.
- After that, this will open a window where you can manage all saved layouts for different modules.
Features
Load and apply saved layouts across different modules.
Set default layouts for various modules.
Save new layouts or overwrite existing ones.
Managing Access Rights for Layout Designer
Administrators can control which users have access to the Layout Designer through Access Rights Maintenance.
How to Set Access Rights
- Firstly, go to General Maintenance > Access Rights Maintenance.
- Secondly, search for “Layout” in the search bar.
- After that, you will see a list of access controls related to the Layout Designer.
Next, by modifying these access rights, you can specify who has the ability to Show, Open, or Delete the Layout Designer.
Restricting Access
If you do not want certain users to modify layouts, you can remove their access. As a result, these users will receive an “Access Denied” message if they attempt to open the Layout Designer.
Resetting Layout to Default
If you need to restore the layout to its original settings, the Reset Layout option is available.
Steps to Reset
- Firstly, open the Layout Editor.
- Secondly, click the Reset Layout button
This will return all elements to their default positions, removing any customizations you’ve applied.
Sample of Layout - User Form
1. Advance Quotation
2. Delivery Order With Delivery Address
3. Invoice
4. Invoice - Workshop
5. Invoice with Delivery Address
6. Invoice Details
Conclusion
This concludes the AutoCount Accounting Layout Customization User Guide. To summarize, with these powerful tools, you can personalize your workspace to better suit your accounting tasks. Thus, making your work more efficient and organized.
Frequently Asked Questions
Can I use my saved layout on another computer?
Yes, you can save the layout to a file and load it on a different computer. Simply use the Save Layout to File and Load Layout from File options.
Can I assign different layouts to different users?
Yes, the Layout Manager allows you to assign specific layouts to users or user groups.
How do I add new columns to a table in the Quotation module?
Right-click on the column heading, select Column Chooser, and drag the desired columns into the table view.
How do I prevent users from accessing the Layout Designer?
Use the Access Rights Maintenance tool to control access to the Layout Designer, allowing only authorized users to modify layouts.
Can I revert back to the default layout after making changes?
Yes, you can reset the layout to its original configuration by using the Reset Layout option in the Layout Editor.
Can I customize the font and background colors in my layout?
Yes, you can modify the font style, size, and background colors in the Layout Tree View tab.
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